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One Insurance Services Linkedin · Posted 4mo ago

Account Manager

Boca Raton, Florida, United States

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Indexed description

Job Title: Personal Lines – Account Manager
Company: One Insurance Services
Job Type: Full-Time, Permanent
Work Location: Hybrid (South Florida preferred)
Supplemental Pay: Bonus opportunities


About One Insurance Services


One Insurance Services specializes in providing comprehensive insurance solutions tailored to a diverse range of clients. As we continue to grow, we’re looking for a Personal Lines Account Manager to support our high-net-worth clientele with expert guidance and personalized service.


Key Responsibilities



  • Develop a deep understanding of the unique needs of mid-sized to high-net-worth individuals and deliver tailored insurance strategies

  • Manage and assess clients' insurance needs, offering expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages

  • Guide clients through the insurance process—from policy selection to claims support

  • Build and maintain strong client relationships, ensuring timely service and support

  • Collaborate with insurance carriers to secure optimal coverage and pricing

  • Oversee policy renewals, adjustments, and inquiries with accuracy and efficiency

  • Follow up with clients to address concerns and ensure satisfaction

  • Gather and organize required documentation for quoting and binding policies

  • Identify opportunities for cross-selling and up-selling within your book of business

  • Support the sales team with high-net-worth client acquisition by providing product expertise

  • Perform other duties as assigned


Qualifications


Experience:



  • 5–7 years of experience in personal lines insurance, with a focus on mid- to high-net-worth clients

  • Proven ability to manage complex portfolios and deliver exceptional service

  • Experience negotiating with underwriters and carriers on behalf of clients


Education & Certifications:



  • Active Florida 220 Insurance License (required)

  • High school diploma (required); college degree preferred

  • Professional designations such as CPCU, ARM, or CIC are highly desirable

  • Bilingual (English/Spanish) is a plus


Skills:



  • Deep knowledge of personal insurance products and Florida insurance markets

  • Strong interpersonal and communication skills

  • High attention to detail and excellent organizational abilities

  • Ability to work independently while collaborating in a fast-paced, team-oriented environment


What We Offer You


At One Insurance Services, we are committed to investing in your growth and success. Our culture encourages open communication, teamwork, and innovation.


You’ll enjoy:



  • Flexible work options: in-office, hybrid, or remote

  • Competitive compensation and benefits, including:

    • Medical, dental, and vision insurance

    • Company-paid life and short-term disability insurance

    • 401(k) with matching contributions

    • Generous PTO, holidays, and personal time


  • A strong work/life balance—because it matters


Equal Employment Opportunity (EEO) Statement


One Insurance Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic as defined by federal, state, or local laws.


Ready to take the next step in your insurance career? Apply today to join a team that values expertise, client care, and long-term growth.

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